This note tells me IM has no real understanding of the Natural Flake Graphite market. If you really believe there is a shortage then why are both Jumbo and Large flake graphite priced declining so much?
As a potential outside investor I ask who in the industry can a investor contact or follow that understands and most importantly can TRUST related to Natural Flake Graphite market?
Uncertainty prevails over jumbo flake graphite, page-2
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